Steve, in case you don't read YAHOO! regularly, I think the chart lines up very well with CCUR, although behind in time - virtually the same breakout point, the same high, and we shall see if it has the same consolidation action (1/2 the breakout advance). They both also fit into that non-Internet tier of smaller technology companies with interesting "stories" (of a different nature). XICO does have the
advantage/disadvantage of being closely linked to semi industry stock performance, whereas CCUR is more on its own.
I also jump and down over the following:
biz.yahoo.com
If ATML has a Soundview target of $75 and XICO will make more than 50%
of Soundview ATML estimates per share for 2000 and 2001, as I believe they will (if they write down the fab), guess what price Soundview might upgrade their $25 target to when XICO starts beating Soundview estimates and making more than 50% of ATML <ggg>.
There is no need or point for Soundview to put out estimates like I have made at this time. This has been set up perfectly for us investors. By the way, I think they would beat $.50 next year even if they did not write down the fab. So if they writedown the fab at yearend, Soundview upgrades their estimates for that effect, everyone is happy, and they still have conservative numbers. Also, as you have pointed out previously, Bruce and Raphael won't let the Street use estimates that they can't beat handily, short of an industry problem. |
